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Financial Documents, Calculators & Resources

Financial Documents

Confidential Questionnaire – The purpose of this financial questionnaire is to assemble a summary view of your financial situation which we will use to ensure the best use of our time together.

What Keeps You Up At Night Questionnaire – The purpose of this questionnaire is to identify the areas of concern.

Financial Spreadsheets – Take a snapshot of your finances by entering all of your financial data.

How to fill out your Income & Expenses in the Financial Spreadsheets – Short video that walks you through how to fill out your income & expenses.

Client Profile – This form provides most of the information we need to fill out an application.

Financial Resources

SOFA (Society for Financial Awareness) – I am a regional president of SOFA. Please contact me about our free financial workshops we provide in businesses, nonprofits, associations and churches.

SOFA Information Packet

SOFA interview with Jim Chilton, founder of SOFA

Social Security Administration – This is a direct link to the Social Security official website.

Medicare – This is a direct link to the Medicare official website.

FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets. – This is a direct link to the Internal Revenue Service official website.

Federal Income Tax Brackets and Rates – Great source for mortgage rates, CD rates, loans and calculators.


Retire Ready or Not Calculator – This is a quick, easy to use calculator that will let you know if you are underfunded, constrained or overfunded for retirement. We highly recommended we use this powerful free retirement calculator.

Required Minimum Distribution (RMD) Calculator

Inherited IRA Required Minimum Distribution (RMD) Calculator

Marginal Tax Rate Calculator
Net to Gross Paycheck Calculator

Financial News


Google Finance

Investor’s Business Daily

Seeking Alpha

Wall Street Journal

Wealth Management

Yahoo! Finance

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